Near Earth, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New Canaan, Connecticut
CRD number
126041
Registered since
August 6, 2003

Firm profile

FINTRX

Overview

Near Earth, LLC is organized as a privately held limited liability company under individual ownership. Public records in the dataset provide very limited detail about the firm's advisory focus or client segments; the firm is categorized as "Unclassified" and has not supplied a description of its business activities, advisory services, or fee model. The dataset flags Near Earth as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Philip Friedman

    Philip Friedman

    CEOCRD 1099330

Contacts

3 of 4
  • Hoyt Davidson

    Hoyt Davidson

    Managing PartnerCRD 1735315

  • Kathy Sipinick

    Principal Operations OfficerCRD 3248100

  • Christina Bartnikowski

    Christina Bartnikowski

    Prime Brokerage SalesCRD 3268496

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
945 West Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth